Semir Gabeljic

Founder, Gabeljic Group - digital assets advisory | former @goldmansachs former @panteracapital

[Semir Gabeljic @SemirGabeljic]

gg $CATE #Catecoin #CateArmy #pumpfun @Pumpfun

[🐧 @Pentosh1]

$PUMP average buy .001701. Good size bag.

Will look to add more on dips if given, and likely compound this on the way up. Last time we traded this we hit a 2x. This time I think the upside is a bit higher. Will write a more detailed thesis this week that I . But I think the time to fade this is over and we are going to see a very decent repricing on this.

This imo is one of the best r/r setups inside the sol eco. The math, is beginning to math finally.

[The Block @TheBlockCo]

NYSE parent ICE held multiple talks with Hyperliquid to evaluate onchain perps market, CEO says https://t.co/DhiII7FZBj

[Mike Selig @ChairmanSelig]

In my first public remarks as @CFTC Chairman, I made clear that the agency would use the tools at its disposal to onshore crypto asset perpetuals. Today, the @CFTC delivered on that commitment.

This morning, the @CFTC took historic action to permit the listing of a true bitcoin perpetual contract by a CFTC-registered exchange, charting a path for one of the most liquid segments of the crypto asset markets to exist within the US regulatory framework.

[alon @a1lon9]

2024 was the warm up.

[Orangie @orangie]

over the last few months I’ve met different CT traders all over the world.

everyone’s pretty chill irl / working towards the same goal, even the biggest Orangie trolls are different people in real life

really cool to be able to share stories and hear stories. Crypto >>>

[Semir Gabeljic @SemirGabeljic]

@orangie Goatmaxxing

[Bitwise @Bitwise]

Well, that escalated quickly.

[The Wall Street Journal @WSJ]

NYSE, the biggest and oldest U.S. stock exchange, has placed its bets that digital assets are part of its future https://t.co/x8vOCDfp17

[Avi @AviFelman]

The edge of most crypto hedge funds was simply being in crypto, which, for a long time did have incredible Beta and great edge. I don���t want to discount choosing your market correctly.

The game has shifted now! Crypto has just as much beta as equities (maybe less?) so the only thing left for hedge fund to do is capture alpha. Which is obviously much harder, and now you’re competing with people who have been doing it a lot longer and better (normal hedge funds)

[GSR @GSR_io]

Crypto traders are trading crypto less.

Source: Bloomberg

[Eric Balchunas @EricBalchunas]

SHOCK: Goldman jumping into the bitcoin ETF game.. with a filing for a Bitcoin Premium Income ETF

[Semir Gabeljic @SemirGabeljic]

$eth

[Ray Dalio @RayDalio]

https://t.co/WksCy869Th

[Andrei Grachev 🦅🟠 $FF @ag_dwf]

There are many coins are pumping every day, market activation is ongoing, we see many trading opportunities
Enjoy crypto volatility ✌️

[shah @shahh]

The darkest days of the Crypto market began here.

[Solana @solana]

BREAKING: The SEC has formally classified SOL as a digital commodity in its new crypto asset taxonomy, alongside BTC, ETH,  and 14 other assets.

SOL is not a security.

[Eric Trump @EricTrump]

Let me make this very clear: Big Banks (think JPMorgan Chase, Bank of America, Wells Fargo, etc.) are lobbying overtime to block Americans from getting higher yields on their savings—while trying to block any rewards or perks from being given to customers.

These banks, and others, pay rock-bottom rates on standard savings (often 0.01%–0.05% APY), even as the Fed pays them 4% or more. This massive spread fuels record profits, with almost none passed back to their customers / everyday depositors.

Today, the banks are desperately targeting crypto/stablecoins, where platforms plan to offer 4–5%+ yields or rewards. The ABA and other lobbyists are spending millions trying to ban or restrict those yields via bills like the Clarity Act, crying “fairness” and using words like "stability"—when it's really about protecting their low-rate monopoly and preventing deposit flight. This is anti-retail, anti-consumer, and straight-up anti-American.

Next time you see a big bank dropping billions on a shiny new Midtown Manhattan HQ, you know exactly where that money comes from: the non-existent interest rate they “pay” you!

Fortunately, the big banks are losing this fight as customers wake up to the games…

@worldlibertyfi

[Semir Gabeljic @SemirGabeljic]

@klarakova Ok cool, I’ve RSVP’d.

I’ll see you there 😊

[Semir Gabeljic @SemirGabeljic]

Attending #ETHDenver tomorrow and all week.

Who’s going?